Maximising introducer relationships for Financial Advisers and Wealth Managers

Online event
Thursday, 18 February 2021
1:00 pm – 2:00 pm
    • David Hazelton, Practice Intelligence Manager, Raymond James
  • Financial Services webinar

In this IIL financial services webinar for financial advisers and wealth managers, David Hazelton discussed how to develop potential Centres of Influence (COI), opening the referral door, and moving a referral relationship from affiliate to strategic partner status. David also outlined a proven process for maximising introducer relationships with practical steps for the audience to take away and action.

In this webinar, David outlined a process that is designed to help you understand your business better and develop introducer relationships to help you grow. He explained how to identify the quickest path to more referrals, whilst building productive partnerships that enhance client solutions for both parties. David also covered how to demonstrate your three C’s – competence, caring, and consistency - and solving problems for potential COI clients.

By the end of this webinar members would have gained an insight into:

  • Defining an ideal Centre of Influence / referral relationship
  • How to identify and approach potential COIs
  • Practical ways to maximise the value of your introducer relationships
Venue
  • Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.